Sheet Metal Workers Local 218 (C) Pension Plan
Sponsored by Bd Of Trustees Sheet Metal Workers Local 218 (C) Pension Plan · EIN 376083535 · Plan #001
- Total assets
- $67.5M
- Net assets
- $67.5M
- Active participants
- 125
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Marquette Associates, Inc. CRD 21572 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segal Company | Actuarial, Consulting (pension) | $50,348 |
| Benesys, Inc. | Contract administrator | $37,724 |
| Us Bank National Association | Custodial (securities) | $25,697 |
| Calibre Cpa Group, Pllc | Accounting | $18,500 |
| Marquette & Associates | Investment advisory (plan) | $16,875 |
| Baum Sigman Et Al | Legal | $16,061 |
| Amalgamated Bank | Investment management | $12,764 |